Filed September 22, 2005
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
TIAA10+ years Filed as: TIAA-TEACHERS INSURANCE AND ANNUITY Service code 13 · EIN 13-1624203 730 THIRD AVE. · NEW YORK, NY 100173206 | Contract Administrator | $35,633 |
PENTEGRA SERVICES, INC.8 years Filed as: PENTEGRA SERVICES, INC Service code 14 · EIN 13-3745616 5350 77 CENTER DR STE 200 · CHARLOTTE, NC 282172783 | Plan Administrator | $17,500 |
STRATEGIC RETIREMENT1 year Service code 26 · EIN 99-2539506 722 ESSINGTON RD UNIT A · JOLIET, IL 604354919 | Advisory (Participants) | $15,000 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $102,911 | $65,072+58.2% | $66,439+54.9% | $65,306+57.6% |
| Participation rate | 98.5% | 69.1%+29.4pp | 74.5%+24.0pp | 57.7%+40.8pp |
| Annual return | 24.42% | 21.50%+2.9pp | 757.66%-733.2pp | 21.94%+2.5pp |
| Employer contribution / active EE | $6,018 | $2,475+143.1% | $2,637+128.2% | $1,967+205.9% |
| Participant deferral / active EE | $6,731 | $3,234+108.1% | $3,876+73.7% | $2,959+127.4% |
| Admin fee / account holder | $224 | $1,323-83.1% | $6,173-96.4% | $3,480-93.6% |